Member Info for DireCons

Another load of waffle that long termers have been suffering for years. Focusing on the minute details of scientific data and promising markets.

Applied Nutrition PLC LON: APN

785.00 million GBP .A bloke who started with one shop in 2014.

O'Hara sold 7.8m of SBTX, and OPTI is only worth £6m.

Tell me who we should have backed while still sounding optimistic.

Looking forward to NU:MIND neurocosmetic skincare collection by Natural Spa Factory launching in September 2026.

From what I gather, they also help start - ups and formulators, so there's good chance the 'peasants' will be able to get hold of products with Zenakine before the toffs!

Re. AxisBiotix, there is clearly a market (85% retention) as there are many people who are having the desired results ...ie. It works. I know this first hand. What has always been needed is advertising. How that is funded ia down to the board. Doesn't RP have some experience in this?

Shy, fair summary. Slide 15 mins in,

Products (Oral)

H2 Focus; Drive efficiencies , grow direct-to-consumer base, and expand Superdrug joint promotions.

A; "No, not yet."

Https://www.umeshmodigroup.com/global.html

SweetBiotix fiber, developed by OptiBiotix Health in partnership with DSM-Firmenich, is currently in the late stages of commercial scale-up. OptiBiotix has secured joint development and commercialisation agreements with DSM-Firmenich, but there is no finalized regulatory approval for market launch as of June 2026.The regulatory and market rollout process is actively ongoing.

Key updates include:Development Pipeline: The large-scale manufacturing process is scaling up to meet projected commercial demand.Regulatory Pathway: DSM-Firmenich is reviewing the global regulatory, nutritional, and taste acceptability of SweetBiotix across multiple international territories.Corporate

Milestones: OptiBiotix filed new patents on its improved enzymatic processes to boost yields and purity. In May 2026, the company hosted investor showcases to demonstrate the finished products.

Partner Contracts: Under the 2022 Joint Development Agreement, DSM-Firmenich and OptiBiotix are preparing for targeted commercial launches, with six-figure milestone payments triggered upon market approvals (US/Europe/Asia).

Thanks Aquae. So more confusion from SOH claiming there will be a market launch Q1 2027? Unless it's being sorted by DSM?

And when they say 'market launch', do they mean b to b, or b to consumer?

Always more questions.

Are you sure about that Aquae?

Google AI Says this.

SweetBiotix® does not currently hold formal, standalone regulatory "approvals" in the same way as a pharmaceutical drug. Because they are a portfolio of natural, high-fibre dietary fibres, they are typically introduced as a food ingredient.The specific regulatory status depends on the geography and how it is used:Ingredient Classification: In markets like the US and the UK/EU, SweetBiotix products are generally classified as dietary fibres or prebiotics rather than artificial sweeteners. OptiBiotix Health (the developer) works alongside commercial partners (such as DSM-Firmenich) to ensure the fibres and enzymes comply with regional food safety regulations and standards. Safety & Testing: The ingredients have undergone academic and safety testing to demonstrate they are well-tolerated and can be listed on packaging as dietary fibres. Broader OptiBiotix Portfolio: While SweetBiotix is in ongoing commercial rollouts, other products by OptiBiotix have secured major regulatory wins—such as Saudi Food & Drug Authority approvals for their SlimBiome weight-management lines and FDA GRAS affirmations for their LPLDL probiotics.

Ox, you can take this with a large pinch of salt, but I seem to recall SA saying that SBTX had the option to buy back the lysate at cost for their own use.

Not sure of the details regarding time frames/ first mover etc, but it would make complete sense for Dermatonics to formulate their own.

But can we ever trust anything SA said in the past?

Https://probiotixhealth-ir.com/news/archive/2026/260526.asp

Probably burned out with hope FS. We needed to see a profit 5 years ago, but all that's been happening is draining the SBTX credit card to keep the lights on. I hope it comes good I really do, but I've written off my holding as a loss, as I can't see what could restore the thousands I've lost because I believed the hype. At least SOH and his family have been taking a nice salary though?

I hope your last message made sense in your own head curtain boy.

Thanks Aquae.

Aquae, if you don't mind me asking, where did you buy it and do you have a link to it?

Tia.

Who is Mind Pete?

Expect nothing but can-kicking, could, would, should, according to this or that data, potentially, possibly, metric tonnes... bla bla bla.

Has his lad finished uni yet?

Https://www.in-cosmetics.com/global/en-gb/exhibitor-directory/product-directory/product-details.exh-21bef431-1f47-42f7-aa0e-2f5b31158ce7.zenakine.pro-37ef950f-4d28-4c95-ab2c-5cc0592c7924.html#/

I think the old curtain boy is struggling with the digestification of important information. Instead of reading the post properly, he scans it with the intention of rushing to counter instead of just agreeing.

Maybe your curtains need a wash old boy?

I should add that the current quotes for PBX are 7p vs 9p